Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Peterson is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Andrew has been in the industry since 2015, and is currently registered with the state of Texas. Andrew's firm, Fidelity Personal And Workplace Advisors, manages approximately $1 billion to $10 billion in assets. They offer a range of services to individuals and businesses, including financial planning, educational seminars, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (WACO TX)
TX
10/09/2020 - 12/03/2021
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
11/02/2015 - 08/03/2016
EDWARD JONES (BASTROP TX)
BOTH
Issued 06/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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